IPG Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

IPG Investment Advisors’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,323	Closed	-$273K	–	161
2022 Q2	$273K	Sell	2,323 -355	-13%	-$42.1K	0.07%	116
2022 Q1	$349K	Sell	2,678 -25	-0.9%	-$3.26K	0.07%	115
2021 Q4	$413K	Buy	+2,703	New	+$418K	0.07%	124
2021 Q2	–	Sell	-7,582	Closed	-$1.14M	–	175
2021 Q1	$1.14M	Buy	7,582 +5,136	+210%	+$816K	0.22%	75
2020 Q4	$371K	Buy	2,446 +219	+10%	+$31.3K	0.09%	109
2020 Q3	$302K	Sell	2,227 -6,383	-74%	-$866K	0.09%	111
2020 Q2	$1.18M	Buy	+8,610	New	+$1.1M	0.4%	42
2019 Q1	–	Sell	-5,582	Closed	-$538K	–	164
2018 Q4	$538K	Hold	5,582	–	–	0.21%	65
2018 Q3	$681K	Buy	5,582 +136	+2%	+$16K	0.22%	68
2018 Q2	$598K	Buy	5,446 +1,300	+31%	+$139K	0.21%	75
2018 Q1	$443K	Buy	4,146 +1,934	+87%	+$214K	0.14%	85
2017 Q4	$236K	Buy	+2,212	New	+$236K	0.1%	115
2015 Q3	–	Sell	-5,730	Closed	-$705K	–	135
2015 Q2	$705K	Buy	+5,730	New	+$686K	0.26%	70
2014 Q3	–	Sell	-3,240	Closed	-$278K	–	117
2014 Q2	$278K	Buy	+3,240	New	+$255K	0.12%	77

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

IPG Investment Advisors's IBB Position: Q3 2022 in Review

IPG Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2022, closing a stake of 2,323 shares — an estimated $273K sold.

IPG Investment Advisors first reported a position in IBB in Q2 2014 and held it in 14 quarters. The position peaked at $1.18M in Q2 2020. 829 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

IPG Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
IPG Investment Advisors sold 2,323 iShares Biotechnology ETF shares in Q3 2022, an estimated $273K.
IPG Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2014 and held it in 14 quarters.
IPG Investment Advisors's iShares Biotechnology ETF position peaked at $1.18M in Q2 2020.
829 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on IPG Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.